Sales and Service Representative

United Bank - West McLean, VA

Full-time - Entry Level

West McLean, VA

Credit Intermediation and Related Activities

About the position

The Sales & Service Representative at United Bank is responsible for promoting and selling bank products while providing excellent customer service. This role requires strong knowledge of bank offerings and the ability to recommend appropriate financial solutions to clients. The position serves as a pathway for professional development into Retail Branch Management.

Responsibilities

• Keep up-to-date on Bank products and services to effectively provide financial solutions to customers
• Effectively profile customers, open accounts, and cross-sell appropriate Bank products and services
• Take responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
• Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards and protocols
• Comply with Bank security and operating policies and procedures, as well as compliance regulations, including KYC, OFAC, CIP, and customer privacy policy
• Adhere to cash differences/controllable losses policy
• Maintain dual control on all vaults/safes containing cash/negotiables, if applicable
• May serve as approval on branch transactions
• Perform in any capacity of the Branch to ensure proper staffing on a daily basis as business needs arise
• Open and/or close the Branch and may require working hours outside normal scheduled hours as business needs arise
• Promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines as required
• Maintain an active NMLS license by completing all training and annual renewal requirements as required

Requirements

• High School Diploma or equivalent required, bachelor's degree preferred
• Minimum one (1) year customer service or related working experience required
• Must possess an NMLS license or obtain NMLS license within 90 days of employment
• Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
• Excellent verbal and written communications skills in Spanish or additional language a plus
• Ability to demonstrate a sales-oriented professional demeanor
• Excellent verbal, written, and interpersonal skills
• Very well organized and ability to deal with multiple priorities
• Proficiency in Microsoft Office products
• Previous banking experience a plus; an understanding and working knowledge of appropriate core banking applications
• Ability to represent the Bank in a professional manner at all times
• Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis
• Flexibility on work schedule as business needs arise

Nice-to-haves

• Previous banking experience
• Bilingual skills in Spanish or additional languages